Oakwell Private Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$284K Buy
2023
Q1
$260K Sell
2022
Q4
$287K Buy
2022
Q3
$273K Buy